Gen3: How to add a new project ?

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I want to know the steps to add anew project however, i don't see the project management tab.

(Originally posted by jodyd)
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Archived Post, Official Rep

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Posted 4 years ago

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Hi,

Thank you for using Replicon Community. 

If project manager permission is not assigned to your profile this is when the Project Management tab is missing. Only users with Project Manager permission will be able to add projects via the Project Management tab. 

Step 1: Confirm if your profile has the Project Manager permission assigned. 

- Log into Replicon as an Administrator
- Go to Administration > Employees and Organization > Users
- Go to your profile.
- Go to Roles & Permissions > Project Management > note the permission assigned to you.

Step 2: Confirm if the permission assigned to you has the View & Edit Projects enabled. 

Log into Replicon as an Administrator
- Go to Administration > Employees and Organization > Permission Sets.
- Go to the permission assigned to you > Project permissions > My Projects > ensure View & Edit are enabled. 
- If you need access to all the projects then ensure View and Edit are enabled for All Projects. 


- Steps to create a Project from Project tab.

-Go to Project Management tab.

-Click on Add Project Button under the Project tab

-Enter the Project Name, Start date, Project Status, Client (optional), Program (optional).

-Select the Billing type (Fixed Bid, Time and Material, Non-Billable)

-Select if the Project Time & Expense entry is going to be billable, non-billable or both.

The above steps have been demonstrated in the video below:- 



 



 

 

Thanks,

Lingaraj





(Originally posted by Lingaraj Dharwad)
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Manojit Choudhury, Product Support Associate

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It seems the Video is missing. Lingaraj, can you please take a look into this ?
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Lingaraj Dharwad, Product Champion

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Hi Manojit,

Video can be found at the link below: 

Steps to add a new project

Regards,
Lingaraj